Continuum Advisory, LLC Incresed Positions in Q1 2025

Continuum Advisory, LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
144
+ 2.54%
N/A
5.82K $0
EQT
Eqt Corp

Energy
6
+ 8.96%
$46.16 - $54.25 $277 - $326
73 $3K
INVH
Invitation Homes Inc.

Real Estate
12
+ 27.27%
$30.28 - $34.85 $363 - $418
56 $1K
ICLR
Icon PLC

Healthcare
2
+ 15.38%
$174.99 - $222.58 $350 - $445
15 $2K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
4
+ 1.96%
$8.4 - $9.45 $33.6 - $37.8
208 $1K
DINO
Hf Sinclair Corp

Energy
11
+ 157.14%
$30.66 - $38.48 $337 - $423
18 $0
FTSD
Franklin ETF Tr Liberty Short

ETFs
1
+ 0.24%
$90.09 - $90.89 $90.1 - $90.9
415 $37K
FCPT
Four Corners Property Trust, Inc.

Real Estate
1
+ 3.45%
$26.26 - $29.31 $26.3 - $29.3
30 $0
Lam Research Corp
146
+ 16.13%
N/A
1.05K $0
PATK
Patrick Industries Inc

Consumer Cyclical
1
+ 7.69%
$82.13 - $97.92 $82.1 - $97.9
14 $1K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
5
+ 2.91%
$10.91 - $11.42 $54.6 - $57.1
177 $1K
FSV
First Service Corp

Real Estate
2
+ 22.22%
$159.66 - $185.88 $319 - $372
11 $1K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
44
+ 2.43%
$47.09 - $50.46 $2.07K - $2.22K
1.86K $88K
PAHC
Phibro Animal Health Corp

Healthcare
14
+ 26.92%
$20.05 - $26.22 $281 - $367
66 $1K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.56%
$62.72 - $71.92 $314 - $360
892 $56K
Fidelity Covington Trust
2
+ 0.42%
N/A
478 $0
FTDR
Frontdoor, Inc.

Consumer Cyclical
13
+ 50.0%
$37.07 - $62.39 $482 - $811
39 $1K
GAB
Gabelli Equity Trust Inc

Financial Services
27
+ 2.65%
$5.36 - $5.67 $145 - $153
1.04K $5K
HTGC
Hercules Capital, Inc.

Financial Services
5
+ 2.15%
$18.01 - $22.0 $90.1 - $110
238 $4K
HQY
Healthequity, Inc.

Healthcare
2
+ 5.71%
$84.32 - $114.51 $169 - $229
37 $3K
OMCL
Omnicell, Inc

Healthcare
7
+ 17.95%
$32.31 - $45.32 $226 - $317
46 $1K
COPX
Global X Copper Miners ETF

ETFs
10
+ 15.38%
$37.72 - $43.32 $377 - $433
75 $2K
FCPI
Fidelity Covington Tr Stocks F

ETFs
2
+ 0.56%
$41.93 - $46.57 $83.9 - $93.1
358 $15K
Ge Vernova Inc
108
+ 20.49%
N/A
635 $0
Ge Healthcare Technologies I
36
+ 10.34%
N/A
384 $0
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
1
+ 1.16%
$9.55 - $10.42 $9.55 - $10.4
87 $0
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
7
+ 21.88%
$69.67 - $86.15 $488 - $603
39 $2K
OC
Owens Corning

Industrials
3
+ 33.33%
$137.83 - $191.19 $413 - $574
12 $1K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.49%
$115.08 - $123.97 $230 - $248
413 $47K
TFC
Truist Financial Corp

Financial Services
481
+ 5.3%
$39.48 - $48.15 $19K - $23.2K
9.57K $393K
PCVX
Vaxcyte, Inc.

Healthcare
17
+ 36.96%
$37.76 - $92.13 $642 - $1.57K
63 $2K
VGT
Vanguard Information Technolog

ETFs
102
+ 14.57%
$542.38 - $646.34 $55.3K - $65.9K
802 $434K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 25.0%
$283.06 - $421.16 $566 - $842
10 $2K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.32%
$50.93 - $57.24 $50.9 - $57.2
316 $16K
CLX
Clorox CO

Consumer Defensive
12
+ 5.15%
$141.76 - $162.89 $1.7K - $1.95K
245 $36K
JANX
Janux Therapeutics, Inc.

Healthcare
5
+ 11.9%
$27.0 - $57.81 $135 - $289
47 $1K
AFRM
Affirm Holdings, Inc.

Technology
1
+ 5.56%
$43.7 - $80.98 $43.7 - $81
19 $0
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
39
+ 4.91%
$16.57 - $18.85 $646 - $735
834 $13K
HCAT
Health Catalyst, Inc.

Healthcare
18
+ 5.42%
$3.97 - $7.42 $71.5 - $134
350 $1K
IONQ
Ion Q, Inc.

Technology
12
+ 18.46%
$18.27 - $51.07 $219 - $613
77 $1K
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 4.84%
$476.63 - $610.45 $9.53K - $12.2K
433 $214K
FSLY
Fastly, Inc.

Technology
27
+ 10.55%
$6.33 - $10.92 $171 - $295
283 $1K
FIVN
Five9, Inc.

Technology
8
+ 32.0%
$27.15 - $42.82 $217 - $343
33 $0
AMP
Ameriprise Financial Inc

Financial Services
1
+ 2.7%
$472.29 - $575.13 $472 - $575
38 $18K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
1
+ 4.17%
$32.3 - $53.15 $32.3 - $53.2
25 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1
+ 5.56%
$63.82 - $127.89 $63.8 - $128
19 $1K
ET
Energy Transfer LP

Energy
63
+ 2.63%
$17.26 - $21.08 $1.09K - $1.33K
2.46K $45K
PSTG
Pure Storage, Inc.

Technology
16
+ 32.0%
$44.27 - $72.37 $708 - $1.16K
66 $2K
BWXT
Bwx Technologies, Inc.

Industrials
1
+ 1.47%
$96.59 - $128.46 $96.6 - $128
69 $6K
Activity Summary
Buys All Purchases 651 New Holdings 132 Increased Positions 519 Sells All Sells 570 Reductions 568 Sold out 2 Options Calls 0 Puts 0
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